CEFEX is a global service that supports and certifies fiduciary best practices for qualified retirement plans and the investment industry.
It is an independent certification organization that certifies the compliance of qualified retirement plans with applicable regulations and provides investors with a tool to assess the risk and trustworthiness of financial advisors and firms who claim to be fiduciaries.
Fi360’s Fiduciary Analytics is considered the leading global resource for investment fiduciaries, providing individuals and institutions with analytical and consulting services. Our focus is designing the technology and tools to support investment advisors, stewards, trustees, investment committee members for retirement plans, foundations and endowments. Fiduciary Analytics' Web-based analytical tools are based on the practices and standards of care researched and developed by the Foundation for Studies and taught by the Center for Fiduciary Studies.
"Paladin supplies the most detailed biographies of any of the sites we reviewed,
all in a quick reference format that makes for easy comparisons. In addition to the advisor's contact info, specialities and
certifications, it details their fee structures, tells you how many years of experience they have, and outlines their investment
philosophy in a simple yes-or-no, Q&A format." Awarded Four-Stars by Kiplinger.com, December, 2004
If you are like most investors, you learned about financial professionals from the advisors and planners who sold you their services and products. It's unfortunate, but most advisors have an inherent conflict of interest when they provide information about themselves and their industry.
Paladin Registry was established in 2003 to be your independent, objective source of information about advisors and planners.
Paladin provides free services to consumers; we have nothing to sell you
Paladin is an information services company and not a financial services company
Paladin is not licensed to sell any investment or insurance products
No financial advisor is employed by, licensed by, or affiliated with Paladin Registry
No financial advisor or firm has an equity interest in Paladin Registry
Webinars are a fast, easy way to learn more about financial advisors and financial planners. Each webinar contains a limited number of slides that provide important information that will help you screen, interview, and select quality advisors. Some webinars also help you avoid deceptive sales practices.
Introducing the Paladin Registry
How to Avoid Bad Advice
Five Star Rated Advisors
How to Select a Quality Advisor
What Your Advisor Doesn’t Want You to Know
Why Select an Advisor from the Registry
The Fiduciary Advisor
Financial Advisor or Sales Rep?
The Wall Street Marketing Machine
Editorials are short articles about financial advisors, financial planners, and the financial services industry. This information will help you determine the competence and ethics of advisors who are supposed to help you achieve your financial goals.
